Not a household name everyone has heard of. Take a look at the numbers though. Impressive if I do say so myself. ROI, ROE. Margins steadly getting better. Not cheap by any means. A better price to get in at would be $28 or lower if it gets back down there. Adding this because over a 5 + year period I think this equity will outperform the market. ... [S]hare count has been steadily going down.

If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong four-star rating, Donaldson may not be your top choice.